BWP
Baldwin Wealth Partners Portfolio holdings
AUM
$1.47B
1-Year Return
14.5%
This Quarter Return
+10.17%
1 Year Return
+14.5%
3 Year Return
+75.05%
5 Year Return
+119.99%
10 Year Return
+341.18%
AUM
$715M
AUM Growth
+$51M
(+7.7%)
Cap. Flow
+$716K
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
31.26%
Holding
572
New
44
Increased
95
Reduced
79
Closed
26
Top Buys
| 1 |
Zoetis
ZTS
|
+$6.98M |
| 2 |
Idexx Laboratories
IDXX
|
+$1.63M |
| 3 |
Walt Disney
DIS
|
+$1.23M |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$853K |
| 5 |
TYG
Tortoise Energy Infrastructure Corp
TYG
|
+$665K |
Top Sells
| 1 |
EOG Resources
EOG
|
+$6.29M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$4.17M |
| 3 |
Humana
HUM
|
+$1.39M |
| 4 |
UGI
UGI
|
+$1.31M |
| 5 |
Amazon
AMZN
|
+$656K |
Sector Composition
| 1 | Financials | 16.58% |
| 2 | Healthcare | 14.61% |
| 3 | Technology | 14.16% |
| 4 | Consumer Discretionary | 8.29% |
| 5 | Industrials | 8.14% |
